Hold List
Stocks previously added to the Buy List, but not currently trading far enough under fair value to consider at this time. If the stock price falls 25% under fair value, they will show up in the Buy List. At 50% over fair value - or if the business no longer is attractive - we will consider moving it to the Sold List.
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| Ticker | Company | Added | Cost | Price | Return | vs SPY | Fair Value | vs FV |
|---|---|---|---|---|---|---|---|---|
| MSFT | Microsoft Corp | 2024-11-02 | $410.37 | $436.60 | 6.39% | 2.87% | $554.00 | -21.19% |
| ODD | Oddity Tech, Ltd | 2024-08-11 | $37.85 | $43.76 | 15.61% | 4.70% | $57.50 | -23.90% |
| FLYW | Flywire Corp | 2024-06-19 | $15.39 | $20.13 | 30.80% | 23.02% | $19.25 | 4.57% |
| CELH | Celsius Holdings, Inc | 2024-06-12 | $61.69 | $27.01 | -56.22% | -65.41% | $32.00 | -15.59% |
| TOST | Toast Inc | 2024-04-20 | $21.62 | $37.58 | 73.82% | 54.43% | $28.50 | 31.86% |
| CPNG | Coupang, Inc | 2024-02-07 | $14.04 | $22.94 | 63.39% | 43.72% | $23.50 | -2.38% |
| HIMS | Hims & Hers Health | 2023-11-24 | $8.09 | $26.20 | 223.86% | 193.94% | $28.00 | -6.43% |
| MNDY | monday.com Ltd. | 2023-10-22 | $132.01 | $242.49 | 83.69% | 43.34% | $210.00 | 15.47% |
| GLBE | Global-e Online Ltd | 2023-05-03 | $26.46 | $54.78 | 107.03% | 63.14% | $47.00 | 16.55% |
| ZS | Zscaler, Inc | 2023-04-27 | $93.07 | $187.38 | 101.33% | 55.14% | $158.00 | 18.59% |
| V | Visa Inc | 2023-02-26 | $219.55 | $317.71 | 44.71% | -4.43% | $361.00 | -11.99% |
| ADSK | Autodesk, Inc | 2023-01-02 | $186.87 | $298.12 | 59.53% | 4.96% | $267.00 | 11.66% |
| NOW | ServiceNow, Inc | 2022-12-24 | $381.86 | $1,091.25 | 185.77% | 131.39% | $723.00 | 50.93% |
| ABNB | Airbnb, Inc | 2022-12-10 | $94.70 | $134.21 | 41.72% | -8.59% | $167.00 | -19.63% |
| FTNT | Fortinet, Inc | 2022-11-25 | $52.91 | $97.19 | 83.69% | 36.76% | $93.00 | 4.51% |
| TEAM | Atlassian Corp | 2022-11-18 | $118.76 | $257.26 | 116.62% | 67.35% | $224.00 | 14.85% |
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Watch List
| S | 9.41% |
| CRWD | 73.34% |
| SEMR | -15.86% |
| SNOW | 15.48% |
| TSM | -1.89% |
vs. Fair Value Estimates
Buy List
| GOOG | -33.69% |
| NYAX | -61.69% |
| ASR | -31.25% |
| PAYC | -28.54% |
| HRMY | -49.59% |
| YOU | -45.59% |
| MELI | -30.27% |
| ADBE | -30.99% |
vs. Fair Value Estimates
Hold List
| MSFT | -21.19% |
| ODD | -23.90% |
| FLYW | 4.57% |
| CELH | -15.59% |
| TOST | 31.86% |
| CPNG | -2.38% |
| HIMS | -6.43% |
| MNDY | 15.47% |
| GLBE | 16.55% |
| ZS | 18.59% |
| V | -11.99% |
| ADSK | 11.66% |
| NOW | 50.93% |
| ABNB | -19.63% |
| FTNT | 4.51% |
| TEAM | 14.85% |
vs. Fair Value Estimates